Portfolio Diversification
Range
Most Diversified
93 instruments
January 22, 2025
Least Diversified
0 instruments
February 2, 2025
Average
74.4 instruments
Most Consistent Holdings
Top 5
MSFT99.87%
AMZN99.87%
DIS99.87%
KO99.87%
PEP99.87%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Number of Instruments
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
 CloudComputing | 6.84% | 0% | 48.07% | 2/1/2025 |
| Amazon (AMZN) | 5.32% | 0% | 99.87% | 2/1/2025 |
| Microsoft (MSFT) | 4.15% | 0% | 99.87% | 2/1/2025 |
 Volkswagen (VOW3.DE) | 3.27% | 0% | 92.03% | 12/4/2024 |
 SAP (SAP.DE) | 2.96% | 0% | 99.87% | 2/1/2025 |
 Tesla (TSLA) | 2.82% | 0% | 99.87% | 2/1/2025 |
 Alibaba (BABA) | 2.67% | 0% | 99.87% | 2/1/2025 |
 Infineon (IFX.DE) | 2.62% | 0% | 99.87% | 2/1/2025 |
| Coca-Cola (KO) | 2.27% | 0% | 99.87% | 2/1/2025 |
 Deutsche Telekom (DTE.DE) | 2.14% | 0% | 99.87% | 2/1/2025 |
 Alphabet (GOOG) | 2.13% | 0% | 95.75% | 2/1/2025 |
 McDonald's (MCD) | 2.07% | 0% | 96.81% | 2/1/2025 |
 Kraft Heinz (KHC) | 1.86% | 0% | 85.26% | 2/1/2025 |
 NVIDIA (NVDA) | 1.83% | 0% | 96.68% | 2/1/2025 |
 Bitcoin (BTC) | 1.81% | 0% | 91.24% | 12/13/2024 |
 ASML (ASML.NV) | 1.71% | 0% | 96.15% | 2/1/2025 |
| PepsiCo (PEP) | 1.63% | 0% | 99.87% | 2/1/2025 |
 AMD (AMD) | 1.58% | 0% | 99.87% | 2/1/2025 |
 Siemens (SIE.DE) | 1.57% | 0% | 99.87% | 2/1/2025 |
 Siemens Energy (ENR.DE) | 1.53% | 0% | 99.87% | 2/1/2025 |
 Deutsche Post (DHL.DE) | 1.5% | 0% | 99.87% | 2/1/2025 |
| Disney (DIS) | 1.35% | 0% | 99.87% | 2/1/2025 |
 GM (GM) | 1.3% | 0% | 88.31% | 2/1/2025 |
 IBM (IBM) | 1.27% | 0% | 96.15% | 2/1/2025 |
 Verizon (VZ) | 1.2% | 0% | 96.15% | 2/1/2025 |
 Allianz (ALV.DE) | 1.2% | 0% | 89.77% | 2/1/2025 |
 Unilever (ULVR.L) | 1.12% | 0% | 80.48% | 2/1/2025 |
 Mastercard (MA) | 1.08% | 0% | 88.71% | 2/1/2025 |
 PayPal (PYPL) | 1.07% | 0% | 85.66% | 2/1/2025 |
 Baidu (BIDU) | 0.99% | 0% | 89.51% | 2/1/2025 |
 Bilfinger (GBF.DE) | 0.98% | 0% | 99.87% | 2/1/2025 |
 Procter & Gamble (PG) | 0.96% | 0% | 89.24% | 2/1/2025 |
 Shopify (SHOP) | 0.91% | 0% | 99.87% | 2/1/2025 |
 Samsung (SMSN.L) | 0.89% | 0% | 88.71% | 2/1/2025 |
 Tencent (0700.HK) | 0.87% | 0% | 89.24% | 2/1/2025 |
 Xiaomi (1810.HK) | 0.83% | 0% | 80.61% | 2/1/2025 |
 Starbucks (SBUX) | 0.83% | 0% | 82.34% | 2/1/2025 |
 Canon (CAJPY) | 0.82% | 0% | 89.24% | 2/1/2025 |
 Dior (CDI.PA) | 0.81% | 0% | 87.92% | 2/1/2025 |
 Sony (SONY) | 0.79% | 0% | 89.51% | 2/1/2025 |
 BlackRock (BLK) | 0.79% | 0% | 88.84% | 2/1/2025 |
 Qualcomm (QCOM) | 0.78% | 0% | 89.51% | 2/1/2025 |
 Nike (NKE) | 0.78% | 0% | 85.66% | 2/1/2025 |
 Lenovo (0992.HK) | 0.78% | 0% | 82.07% | 2/1/2025 |
 Broadcom (AVGO) | 0.77% | 0% | 86.06% | 2/1/2025 |
 Daimler Truck (DTG.DE) | 0.75% | 0% | 82.87% | 2/1/2025 |
 Ryder (R) | 0.75% | 0% | 89.24% | 2/1/2025 |
 Target (TGT) | 0.72% | 0% | 89.24% | 2/1/2025 |
 Mercedes-Benz (MBG.DE) | 0.72% | 0% | 87.92% | 2/1/2025 |
 Garmin (GRMN) | 0.71% | 0% | 88.84% | 2/1/2025 |
 RWE (RWE.DE) | 0.7% | 0% | 47.94% | 2/5/2024 |
 Meta (META) | 0.68% | 0% | 41.43% | 2/1/2025 |
 TSMC (TSM) | 0.68% | 0% | 89.51% | 2/1/2025 |
 Harley-Davidson (HOG) | 0.66% | 0% | 88.31% | 2/1/2025 |
 Ford (F) | 0.62% | 0% | 88.84% | 2/1/2025 |
 Nio (NIO) | 0.62% | 0% | 83% | 12/2/2024 |
 CNRL (CNQ) | 0.61% | 0% | 89.24% | 2/1/2025 |
 Linde (LIN) | 0.61% | 0% | 89.51% | 2/1/2025 |
 AI-Revolution | 0.58% | 0% | 6.11% | 2/1/2025 |
 Nintendo (NTDOY) | 0.54% | 0% | 88.84% | 2/1/2025 |
 Arista (ANET) | 0.54% | 0% | 84.33% | 2/1/2025 |
 Rocket Lab (RKLB) | 0.52% | 0% | 46.75% | 2/1/2025 |
 ZIM (ZIM) | 0.51% | 0% | 99.87% | 2/1/2025 |
 Engie (ENGI.PA) | 0.51% | 0% | 82.87% | 2/1/2025 |
 HP (HPQ) | 0.5% | 0% | 81.14% | 2/1/2025 |
 Visa (V) | 0.48% | 0% | 86.19% | 2/1/2025 |
 Caterpillar (CAT) | 0.46% | 0% | 89.24% | 2/1/2025 |
 Capital One (COF) | 0.42% | 0% | 81.54% | 2/1/2025 |
 Realty Income (O) | 0.42% | 0% | 88.71% | 2/1/2025 |
 Mondelez (MDLZ) | 0.42% | 0% | 82.34% | 2/1/2025 |
 NASDAQ100 Index (Non Expiry) (NSDQ100) | 0.41% | 0% | 1.99% | 12/17/2024 |
 Tapestry (TPR) | 0.39% | 0% | 81.54% | 2/1/2025 |
 Shell (SHEL) | 0.38% | 0% | 38.38% | 3/4/2024 |
 Western Digital (WDC) | 0.36% | 0% | 84.33% | 2/1/2025 |
 Oracle (ORCL) | 0.33% | 0% | 36.12% | 2/1/2025 |
 Twilio (TWLO) | 0.31% | 0% | 44.62% | 2/12/2024 |
 Spotify (SPOT) | 0.3% | 0% | 48.47% | 2/5/2024 |
 Palantir (PLTR) | 0.29% | 0% | 44.22% | 2/1/2025 |
 Stanley Black & Decker (SWK) | 0.25% | 0% | 83.13% | 2/1/2025 |
 Honeywell (HON) | 0.24% | 0% | 36.12% | 2/1/2025 |
 Bank of America (BAC) | 0.19% | 0% | 37.45% | 10/17/2023 |
 Intel (INTC) | 0.18% | 0% | 43.43% | 2/1/2025 |
 TripAdvisor (TRIP) | 0.18% | 0% | 23.24% | 9/1/2023 |
 Amgen (AMGN) | 0.18% | 0% | 68.13% | 2/1/2025 |
 Salesforce (CRM) | 0.17% | 0% | 44.36% | 2/1/2025 |
 Apple (AAPL) | 0.17% | 0% | 17.53% | 2/1/2025 |
 Palo Alto Networks (PANW) | 0.17% | 0% | 44.36% | 2/1/2025 |
 Netflix (NFLX) | 0.17% | 0% | 19.79% | 2/1/2025 |
 Take-Two (TTWO) | 0.16% | 0% | 44.36% | 2/1/2025 |
 Texas Instruments (TXN) | 0.13% | 0% | 33.07% | 2/2/2024 |
 BASF (BAS.DE) | 0.13% | 0% | 8.37% | 2/1/2025 |
 NRG Energy (NRG) | 0.13% | 0% | 10.36% | 3/22/2023 |
 Lemonade (LMND) | 0.13% | 0% | 10.36% | 3/22/2023 |
 Cisco (CSCO) | 0.13% | 0% | 36.12% | 2/1/2025 |
 MicroStrategy (MSTR) | 0.11% | 0% | 9.56% | 5/3/2024 |
 ServiceNow (NOW) | 0.11% | 0% | 34.93% | 2/16/2024 |
 Aramco (SAOC) | 0.11% | 0% | 29.22% | 2/11/2024 |
 Nice (NICE) | 0.09% | 0% | 36.12% | 2/1/2025 |
 EPAM (EPAM) | 0.08% | 0% | 36.12% | 2/1/2025 |
 US Bancorp (USB) | 0.08% | 0% | 17% | 8/4/2023 |
 Host Hotels (HST) | 0.08% | 0% | 20.72% | 9/1/2023 |
 Activision Blizzard, Inc. (ATVI) | 0.08% | 0% | 23.11% | 10/16/2023 |
 Goldman Sachs (GS) | 0.07% | 0% | 20.58% | 9/1/2023 |
 Playa Hotels (PLYA) | 0.06% | 0% | 20.72% | 9/1/2023 |
 Las Vegas Sands (LVS) | 0.04% | 0% | 17.53% | 9/1/2023 |
 FNV (FNV) | 0.04% | 0% | 15.01% | 9/1/2023 |
 Kinross Gold (KGC) | 0.04% | 0% | 14.87% | 9/1/2023 |
 Cardano (ADA) | 0.04% | 0% | 14.74% | 4/25/2023 |
 LVMH (MC.PA) | 0.04% | 0% | 9.96% | 2/1/2025 |
 Lufthansa (LHA.DE) | 0.04% | 0% | 9.96% | 2/1/2025 |
 Crowdstrike (CRWD) | 0.04% | 0% | 8.1% | 2/1/2025 |
 Mobileye (MBLY) | 0.03% | 0% | 13.01% | 9/1/2023 |
 Deutsche Bank (DB) | 0.03% | 0% | 3.19% | 2/1/2025 |
 BMW (BMW.DE) | 0.02% | 0% | 3.19% | 2/1/2025 |
 Okta (OKTA) | 0.02% | 0% | 8.1% | 2/1/2025 |
 Datadog (DDOG) | 0.02% | 0% | 8.1% | 2/1/2025 |
 Airbus (AIR.PA) | 0.01% | 0% | 3.19% | 2/1/2025 |
 Evonik (EVK.DE) | 0.01% | 0% | 3.19% | 2/1/2025 |
 Schaeffler (SHA0.DE) | 0.01% | 0% | 3.19% | 2/1/2025 |
 First Republic Bank (FRCB) | 0% | 0% | 1.59% | 4/25/2023 |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| CloudComputing | 11.18% | 9.53% |
| AI-Revolution | 11.59% | 9.41% |
| NVIDIA (NVDA) | 1.72% | 2.83% |
| Rocket Lab (RKLB) | 0.52% | 2.38% |
| Palantir (PLTR) | 2.71% | 2.38% |
| Amazon (AMZN) | 2.32% | 2.26% |
| Coca-Cola (KO) | 2.34% | 2.08% |
| McDonald's (MCD) | 2.31% | 2.07% |
| Kraft Heinz (KHC) | 2.58% | 2.04% |
| SAP (SAP.DE) | 1.29% | 2.03% |
| Microsoft (MSFT) | 1.96% | 1.96% |
| Siemens Energy (ENR.DE) | 0.89% | 1.9% |
| Tesla (TSLA) | 0.87% | 1.81% |
| Deutsche Telekom (DTE.DE) | 1.34% | 1.79% |
| Xiaomi (1810.HK) | 0.66% | 1.72% |
| Meta (META) | 1.52% | 1.51% |
| Allianz (ALV.DE) | 1.37% | 1.49% |
| AMD (AMD) | 1.94% | 1.45% |
| GM (GM) | 1.17% | 1.45% |
| PepsiCo (PEP) | 1.81% | 1.44% |
| Alphabet (GOOG) | 0.96% | 1.42% |
| IBM (IBM) | 1.21% | 1.4% |
| Unilever (ULVR.L) | 1.5% | 1.39% |
| Alibaba (BABA) | 1.52% | 1.28% |
| Broadcom (AVGO) | 0.53% | 1.27% |
| Daimler Truck (DTG.DE) | 1.28% | 1.23% |
| Lenovo (0992.HK) | 1.17% | 1.22% |
| Mastercard (MA) | 1.05% | 1.19% |
| HP (HPQ) | 1.35% | 1.19% |
| Oracle (ORCL) | 1.05% | 1.13% |
| ASML (ASML.NV) | 1.23% | 1.09% |
| TSMC (TSM) | 0.74% | 1.09% |
| Ryder (R) | 0.94% | 1.07% |
| Sony (SONY) | 1.08% | 1.04% |
| Verizon (VZ) | 1.24% | 1.02% |
| Arista (ANET) | 0.65% | 0.99% |
| PayPal (PYPL) | 1.04% | 0.97% |
| Garmin (GRMN) | 0.53% | 0.95% |
| BlackRock (BLK) | 0.7% | 0.92% |
| Procter & Gamble (PG) | 0.94% | 0.91% |
| Siemens (SIE.DE) | 0.88% | 0.9% |
| Salesforce (CRM) | 1.05% | 0.87% |
| Infineon (IFX.DE) | 1.05% | 0.86% |
| Canon (CAJPY) | 0.65% | 0.8% |
| Tencent (0700.HK) | 0.86% | 0.8% |
| Qualcomm (QCOM) | 0.82% | 0.8% |
| Starbucks (SBUX) | 0.94% | 0.79% |
| Netflix (NFLX) | 0.94% | 0.76% |
| Intel (INTC) | 0.94% | 0.71% |
| Baidu (BIDU) | 0.82% | 0.68% |
| Samsung (SMSN.L) | 0.99% | 0.67% |
| Honeywell (HON) | 0.65% | 0.64% |
| Cisco (CSCO) | 0.64% | 0.61% |
| Tapestry (TPR) | 0.47% | 0.6% |
| Mercedes-Benz (MBG.DE) | 0.7% | 0.6% |
| Nintendo (NTDOY) | 0.45% | 0.58% |
| Western Digital (WDC) | 0.7% | 0.57% |
| Deutsche Post (DHL.DE) | 0.82% | 0.56% |
| Capital One (COF) | 0.35% | 0.53% |
| Visa (V) | 0.47% | 0.53% |
| Linde (LIN) | 0.5% | 0.51% |
| Target (TGT) | 0.7% | 0.51% |
| Ford (F) | 0.76% | 0.51% |
| Engie (ENGI.PA) | 0.59% | 0.5% |
| Realty Income (O) | 0.61% | 0.49% |
| Caterpillar (CAT) | 0.35% | 0.49% |
| Crowdstrike (CRWD) | 0.59% | 0.47% |
| Palo Alto Networks (PANW) | 0.59% | 0.46% |
| Bilfinger (GBF.DE) | 0.47% | 0.46% |
| Nike (NKE) | 0.68% | 0.46% |
| CNRL (CNQ) | 0.47% | 0.41% |
| Disney (DIS) | 0.47% | 0.41% |
| Lufthansa (LHA.DE) | 0.47% | 0.38% |
| Take-Two (TTWO) | 0.35% | 0.37% |
| Shopify (SHOP) | 0.47% | 0.36% |
| Mondelez (MDLZ) | 0.54% | 0.36% |
| Harley-Davidson (HOG) | 0.53% | 0.36% |
| ZIM (ZIM) | 0.23% | 0.33% |
| Dior (CDI.PA) | 0.53% | 0.33% |
| LVMH (MC.PA) | 0.35% | 0.32% |
| Okta (OKTA) | 0.35% | 0.29% |
| EPAM (EPAM) | 0.29% | 0.24% |
| Nice (NICE) | 0.35% | 0.22% |
| Stanley Black & Decker (SWK) | 0.26% | 0.22% |
| Datadog (DDOG) | 0.23% | 0.18% |
| Amgen (AMGN) | 0.23% | 0.18% |